WE’LL HELP YOU MAKE INFORMED DECISIONS.

There are thousands of investment options available that offer different combinations of risk and return. For new and even experienced investors, sifting through the choices can be time consuming and confusing. The Investment Representatives at Investors Financial Group will help you select investments with objectives that reflect your financial goals. Our staff is trained to assess your unique situation and to help you understand your choices.

WE’LL BE HERE FOR YOU WHEN YOU HAVE QUESTIONS OR CONCERNS.

We know that successful investing is a long-term process, so we won’t disappear after you invest your money. We’re located right in your branch office, and we want to continue to serve you over the life of your investment. Your Investment Representative will be happy to help you understand your statements or answer questions about how your investment is performing. As your financial situation changes, your Investment Representative will be available to help you review your portfolio and suggest areas that may need adjustments.

WE FAVOR QUALITY AND HAVE A CONSERVATIVE BIAS.

Through Essex National Securities, Inc., and Investors Financial Group, we make available a wide range of investment options that reflect our conservative philosophy. We believe in a long-term investment strategy that strives to balance risk and return by using a diversified portfolio. We focus on quality so that you can invest with confidence.

TAX-DEFERRED, FIXED ANNUITIES CAN PROVIDE SUBSTANTIAL TAX ADVANTAGES.

A fixed annuity is a dependable insurance product that can provide you with steady income in the future. For most individuals, as long as your money remains in a tax-deferred annuity, you pay no current state or federal taxes on your earnings, and pay taxes only when you withdraw accumulated earnings.*

YOU HAVE ACCESS TO MUTUAL FUNDS AND VARIABLE ANNUITIES THROUGH ESSEX NATIONAL SECURITIES, INC.

Many people are learning that mutual funds are a smart, easy and cost effective way to invest. Mutual funds allow you to pool your money with that of other investors who have similar financial goals. A variable annuity combines the tax-deferred benefits of a fixed annuity with the flexibility and performance of an investment fund. As an owner, you control the investment options. With a variable annuity, the value is dependent on the investment results of your portfolio and could be more or less than your original investment. With the help of our Investment Representatives, who are registered with Essex National Securities, Inc., a registered broker-dealer, member FINRA-SIPC, you may realize potentially higher returns in exchange for accepting fluctuation in principal value and rate of return. For investors able to accept this risk, mutual funds offer important advantages: